Adobe Captivate - Oracle



Slide 3 - Oracle Supply Chain Planning Cloud Release 11

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Welcome to training for Release 11. In this session we will talk about what is coming in Oracle Supply Chain Planning Cloud in Planning Central, a new product in Release 11. This is the second of five presentation sessions for Planning Central. If needed, please go ahead and review the first Planning Central training session, “Planning Central – Product Overview and Monitoring Supply Chain Performance.”

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Slide 4 - Agenda

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The first training session of this series, “Planning Central – Product Overview and Monitoring Supply Chain Performance,” covered an overview of Planning Central, explained its functional architecture, provided a product demonstration, and explained Planning Central’s capabilities for monitoring supply chain planning performance. This presentation will cover a portion of Planning Central’s integrated demand and supply planning capabilities – specifically, Planning Central’s capabilities with respect to forecasting demand and calculating safety stock, and for configuring and managing integrated demand and supply plans. Subsequent presentation sessions will cover Planning Central’s supply planning and supply chain event response capabilities, as well as key Planning Central configuration settings and how Planning Central integrates with fulfillment systems.

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Slide 5 - Capability Details Forecast demand, calculate safety stock, and manage plans

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We will now describe Planning Central’s capabilities for forecasting demand, calculating safety stock, and managing plans.

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Slide 6 - Forecast Demand

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One of the core capabilities of Planning Central is generating a statistical demand forecast. This projection of future demand is based on historical demand - shipments, bookings, or both. The forecast is automatically generated at individual combinations of Item and Organization and the analysis and analytical choices made, can greatly vary from one combination to another.

The forecasting processes uses best in class modeling capabilities to learn from historical demand values and patterns, and provides highly accurate, detailed results.

Planning Central automatically fills in missing demand information as well as smoothing out outliers which cannot be explained. It automatically selects the most suitable forecasting method or combination of methods to minimize forecast error.

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Slide 7 - Additional Information

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In Planning Central, a forecast is generated when a demand or integrated demand and supply plan is run.

During the plan execution, the user picks one or more forecasting profiles to be executed. Two forecasting profiles are available: Forecast Shipments and Forecast Bookings, which generate shipments based on Shipments and Bookings history respectively.

When the Planning Central plan is run, forecasts are generated for the chosen forecasting profiles and all Item and Organization combinations with relevant data in the plan.

The forecasting processes automatically identifies if data for an Item/ Organization has not changed and in this case skips the combination as it will get the same result as the previous run.

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Slide 8 - Additional Information

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Historical data for bookings and shipments are modeled as shared measures. This means that the values seen and modified in one plan are also part of the data available for other plans. This is done to ensure that any changes or corrections required in historical data will be reflected in other plans as soon as they collect data again.

To drive the statistical forecast, a number of causal factors have been seeded. These demand drivers are used in the forecasting process to better identify behavior and patterns in the past and serve as the basis for a more accurate forecast. The causal factors include months of the year and days in the week allowing for in year and in week seasonality analysis. In addition there is a causal factor for price as well as six holiday causal factors. Each customer will likely have different holidays which impact their business and as such these factors are editable and can be modified during the implementation.

As part of the Planning Central forecasting process, Item Organization combinations with sparse historical demand receive forecast using specific forecasting methods tailor made to handle such demand patterns. In addition to other output which include the forecast and error measures, when historical demand is sparse the process indicates what is the mean inter-arrival time and average lot size of the sparse demand.

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Slide 9 - Additional Information

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To set up for demand forecasting, open plan options and navigate to the Demand tab. Here forecasting profiles can be added or removed from the plan and this will impact the options available when the plan is run. You can also choose the amount of historical data which will be used when the demand forecast is generated.

Finally, by clicking on Select Advanced Options, you can navigate to an additional configuration screen.

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Slide 10 - Additional Information

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In the Advanced Options screen, you can configure the details of the logs generated during the demand plan run. The actual settings will be provided by Oracle support.

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Slide 11 - Forecast Demand

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The projections of shipments and bookings demand generated during the plan run is an integral basis for Demand Planning or Integrated Supply and Demand Planning business processes.

The best in class forecasting methodology produces a highly accurate forecast which in turn has direct business impacts of reducing safety stock, improving inventory turns as well as reducing excess and obsolescence.

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Slide 12 - Implementation Decision Points

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Concerning generating demand forecasts, the main implementation decision points available to you are:

• The amount of historical demand to be used when generating a forecast,

• Forecasting profiles available for selection during plan run, and

• Which forecasting profiles are called during a plan run.

The amount of history used during forecast generation will have major impacts on the values and quality of the forecast. It is strongly recommended that at least one year of history be used.

When defining plan options, all profiles which make business sense for the plan should be included.

When running a plan, choose only forecasting profiles for that produce forecasts that will be used. Inclusion of superfluous forecasting profiles may substantially increase plan run times.

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Slide 13 - Working with Forecasts

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In Planning Central, the statistical forecast is automatically generated during a plan run.

You can view this forecast and manipulate it in accordance to business needs. The measures displaying historical data and forecast are seeded in several views, tables and graphs, and can easily be incorporated in additional views, tables and graphs as needed.

While the forecast will typically be generated at the Item and Organization level, it can be viewed at many other aggregations, driven by the dimensions and levels chosen in the selector tool.

You can then override the statistical forecast by entering values in the appropriate measure, typically Adjusted Shipments Forecast and Adjusted Bookings Forecast. When entering values, they will first be allocated to a lower data storage level - typically Day, Product, Organization, Demand Class and Customer - and can then be rolled up and viewed at any level.

Whenever a non-null value is entered in the Adjusted measure, it will take precedence and be applied for the Final Forecast measures. Please note that the calculation based on adjustments is done at the lowest level, which could cause higher level values to look confusing. This is typically due to some of the combinations being aggregated having adjustments and some not.

Finally, any changes made to the forecast will be available to any users of the plan as soon as the you save the changes.

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Slide 14 - Working with Forecasts

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In addition to viewing history and forecast values and applying forecast adjustments, you can lock some of the future periods in a plan from getting a new forecast.

The most common use case is where business lead times do not allow the planning group to meet changes in a forecast in the near future, say 60 days. Any changes to the forecasts during that period would be non-actionable and may add noise to the hectic planning cycle.

When defining the forecasting profiles associated with a plan, you can set a specific number of days for which the a forecast will not be modified. In the typical case where the forecast already exists, it will simply not be modified during plan execution. Beyond the locked number of days, the forecast will be adjusted in accordance with the most up to date historical data and forecast settings. In cases where parts of the plan or given combinations have no forecast, they will not receive a forecast inside the locked window and future projections will begin after the end of the locked period.

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Slide 15 - Additional Information

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In the Demand tab of Plan Options, you can define the number of days for which the forecasting profiles will be locked. It is recommended that if multiple forecasts are being generated, they should be assigned the same number of locked periods as a consistent approach will be easier for plan users to understand.

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Slide 16 - Working with Forecasts

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The ability to view, analyze and adjust forecasts is the basis for any demand planning or integrated demand and supply planning process. Having a single forecast value which can be viewed at any aggregation level by all stakeholders in the plan will streamline the planning process and minimize surprises.

You can quickly and easily view both statistical and user adjustments side by side and determine the degree of benefits stemming from the adjustments.

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Slide 17 - New Product Introduction Forecasting

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You can launch a product at a location using Manage Product Launch.

You will need to provide a source product at the desired customer-organization combinations to use as a reference for copying demand data.

You can choose a launch date for the product by location.

You can remove previously-created new product and customer site relationships if you decide to cancel the launch of the new product.

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Slide 18 - Additional Information

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You can choose the relevant source (history) and target measures to copy data from/to and the demand scaling factor (specified as a percentage) to apply on the measure.

When this New Product Introduction configuration is saved, the data copy is executed. Running the plan will now generate the forecast for the new product. Data based on this New Product Introduction configuration will be copied till the launch date is reached.

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Slide 19 - New Product Introduction Forecasting

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New Product Introduction Forecasting allows you to identify new products, list the locations and customers that will ship and order those new products, select launch dates for the new products, then generate forecasts for those new products by copying demand data from similar products. This allows you to generate robust demand forecasts for new products with no prior demand history.

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Slide 20 - Analyze Forecast Accuracy

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Understanding the quality of the bookings and shipments forecast is a critical part of the demand planning process. Planning Central automatically generates accuracy metrics for any forecasting profiles called during the run.

Seeded Infotiles and reports allow you to easily view the areas where accuracy is poor and take actions such as forecast overrides to improve the results.

The Tree Map showing forecast error by color and forecast volume by size is an excellent tool to focus on areas which are important to the business (with high volume) where accuracy is poor.

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Slide 21 - Additional Information

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Slide notes

Seeded accuracy metrics include MAPE, MAD and Bias for both the Forecast Bookings and Forecast Shipments measures. These measures do not vary over time as they are calculated during the forecast generation and are calculated for an Item/organization.

The values can be viewed at any dimensionality, if viewed at more detailed level than Item and Organization they will show the same value while if viewed across combinations they will display the appropriate aggregate value.

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Slide 22 - Additional Information

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In addition to error metrics, Planning Central also provides the ability to compare current year’s demand with the previous two years’ values. This can quickly allow planners to determine if demand patterns are in line with business expectations or require review.

The seeded measures include a one year and two year lagged view of historical bookings and shipments.

The measures can be viewed at many different aggregation levels, depending on the dimensions, levels and filters of a specific table and graph.

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Slide 23 - Analyze Forecast Accuracy

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Having access to methods to scan and analyze both error metrics as well as historical demand allows the business to quickly get a snapshot of the quality of a demand forecast.

You can quickly hone in on problem areas and justify adjustments to demand history to resolve the problem or raise attention to it.

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Slide 24 - Calculate Safety Stock

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Planning Central allows you to calculate the safety stock for an item by either specifying a desired number of days of cover, or by specifying statistical calculation input parameters such as target service level. In the latter case, Planning Central will automatically calculate the appropriate safety stock quantity for an item.

You can manually override the safety stock levels output by Planning Central or even the statistical input parameter values Planning Central uses to calculate safety stock.

Each item is planned as if the safety stock quantity for the period is the zero inventory balance of the item. This ensures that the safety stock quantity remains in inventory to cover any fluctuations and uncertainties in demand.

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Slide 25 - Calculate Safety Stock

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Safety stock is simply inventory that is carried to prevent stock outs. Stock outs stem from factors such as fluctuating customer demand, forecast inaccuracy, and variability in lead times for raw materials or manufacturing.

By automatically calculating appropriate safety stock values, Planning Central enables the attainment of desired service levels with the minimum amount of inventory. On the other hand, if there are accepted stocking policies in place, Planning Central’s ability to support manual safety stock overrides allows those policies to be respected during the planning process.

Planning Central’s mass editing capabilities support the efficient management of item safety stock values and input parameters across a large population of item-locations.

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Slide 26 - Additional Information

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One way that Planning Central allows for the management of safety stock is to use a user-specified, constant (non-time varying) safety stock quantity. This quantity can be specified in the Items Page Simulation Set mode. Enter the safety stock quantity in the Safety Stock Quantity Override field.

Planning Central uses the user-specified safety stock levels when the item attribute Safety Stock Planning Method is set to “Not MRP Planned.”

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Slide 27 - Additional Information

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Planning Central can respect user-specified time-phased safety stock targets. These targets must be entered into Planning Central’s SafetyStockLevelImportTemplate.xlsm spreadsheet template, and then loaded into Planning Central via Planning Central’s flat file collections capability.

For this manner of safety stock planning, the item attribute Safety Stock Planning Method must be set to “Not MRP Planned.”

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Slide 28 - Additional Information

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Slide notes

Planning Central can calculate statistical safety stock levels if the “Calculate new safety stock quantities for end items” checkbox is checked, and the appropriate safety stock calculation input parameters are specified in the Safety Stock tab of the Plan Options. This tab includes the following safety stock calculation input parameters:

• Service Level Percentage is the target service level for the item.

• Safety Stock Forecast Plan is the name of the Planning Central plan that contains the forecast that will drive Planning Central’s safety stock calculations.

• Forecast is the name of the forecast measure within the Forecast Plan.

• In Forecast Error Type, you can specify Mean Absolute Deviation or Mean Absolute Percentage Error. Planning Central will assume a Normal forecast error distribution and use the specified error type in its safety stock calculations. Alternatively, you can specify Intermittent, in which case Planning Central will assume a Poisson forecast error distribution.

• Forecast Error, Intermittent Demand, Average Interarrival Time are override values that you can force Planning Central to use in its statistical calculations. The latter two are only applicable if you choose a Forecast Error Type of Intermittent.

• Overwrite tells Planning Central to overwrite previously entered manual safety stock overrides with the results of its calculations. If this is not checked, then Planning Central will retain the existing manual overrides.

• Finally, there is the Save to collected data option. Normally, Planning Central writes its calculated output into the simulation set attached to the plan. Checking this option tells Planning Central to additionally write its calculated safety stock values to the master collected item data so that all plans will use the newly calculated safety stock values.

You must also set the Advanced Option “Safety Stock Planning Method” to “Use Safety Stock Quantities.”

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Slide 29 - Additional Information

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You can have Planning Central calculate safety stock levels on Days of Cover if the item attribute Safety Stock Planning Method is set to “Days of Cover.” The companion attribute Days of Cover is the desired number of days of demand that you wish the safety stock to cover. The companion attribute Demand Period specifies the number of days that Planning Central scans forward in order to calculate the average daily demand used to determine “days of cover.”

In addition, the supply planning advanced plan option Safety Stock Planning Method should be set to “Use Safety Stock Quantities.”

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Slide 30 - Manage Plans – Define Plan Options

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Before we run a Planning Central plan, we need to create a plan first and define its plan options.

Plan options influence the behavior of the planning engines in Planning Central by specifying the type of plan to run. These options specify the scope of the plan in terms of items, time horizon, planning measures, and more. They also configure whether to plan both demand and supply separately, or sequentially within an integrated demand and supply plan. An integrated plan starts with the generation of a demand forecast, followed by the calculation of a statistical safety stock (if configured), and then unconstrained supply planning that consumes demand against sales orders.

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Slide 31 - Manage Plans – Define Plan Options

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Plan Options model business planning processes and can specify the process steps to include in a plan:

• For businesses where demand and supply are planned separately, demand plans and supply plans can also be defined separately.

• For businesses where material planners manage both demand and supply along product lines, integrated plans can be defined that call upon multiple planning engines while providing the same cohesive user experience.

Planning Central leverages a unified set of planning dimensions and hierarchies to fully integrate demand and supply plans. There is an underlying 'default' dimension catalog used in plan options that contain the hierarchies used in planning. The same set of products, organizations, customers, and measures are common across plans. The default dimension catalog is maintained via the Configure Planning Analytics task.

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Slide 32 - Manage Plans – Define Plan Options

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A Planner uses the Create plan action and then defines the options for the new plan. There is also a Create icon in the Manage Plans toolbar.

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Slide 33 - Manage Plans – Define Plan Options

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The Create Plan action displays plan options. Plan options are grouped into four main tabs:

• The Scope tab is used to specify plan organizations, items, time horizon, and measures used in the plan.

• The Demand tab is used to select forecasting profiles to include when running a demand plan.

• The Safety Stock tab is used to specify safety stock plan options.

• The Supply tab is used to specify general and organization specific options for supply planning.

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Slide 34 - Manage Plans – Define Plan Options

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Plan header fields in plan options are relatively straightforward.

Here are a few important details:

• The selection of Type controls which plan options tabs are available to define. For example, selecting type equal to 'Demand Plan' will allow for configuration of the Scope and Demand tabs. 'Demand and Supply Plan' type will have all tabs enabled.

• Plan level security is user based, not role based.

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Slide 35 - Manage Plans – Define Plan Options

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The Scope tab is used to specify plan organizations, items, time horizon, and measures.

Here are a few important details:

• When selecting plan organizations, a parent level to the Organization level in the Enterprise hierarchy can be used. For example, level members of a parent Business Unit or Legal Entity level can be used to specify the organizations to include in a plan.

• In an integrated plan, both the Forecasting Items and Supply Planned Items are specified. Supply Planned Item Type has two options, namely Manufacturing Plan (MRP) and Production Plan (MPS).

• The plan horizon is set in terms of the base time unit, 'Day'.

• The forecasting calendar and time level are set in the Scope tab as well. For example, a statistical forecast can be generated in daily, weekly or monthly time buckets.

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Slide 36 - Manage Plans – Define Plan Options

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The Demand tab is used to select forecasting profiles to include when running a demand plan.

Planning Central seeds two forecasting profiles to generate either a Shipments Forecast or a Bookings Forecast, or both within a plan. The Historical and Forecast buckets in a forecasting profile reference the forecasting time level set in the Scope tab.

Advanced Options are available for things such as logging levels. These details were explained in the Generating Forecasts section.

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Slide 37 - Manage Plans – Define Plan Options

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The Safety Stock tab is used to configure safety stock plan options.

If the plan options parameters are left blank, then Planning Central does not invoke the new safety stock planning tool to calculate safety stock levels.

Review the section on Safety Stock Planning to learn about the significant amount of Safety Stock functionality available here.

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Slide 38 - Manage Plans – Define Plan Options

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The Supply tab is used to set general and organization specific options for supply planning.

The General tab is used to specify the assignment set, forecast processing, and automatic release options to respect during a plan run. For example, the assignment set assigns sourcing rules and bills of distribution to organizations and items for product flow within a supply plan.

There are additional plan options available to configure by clicking on the Select Advanced Options button. A planner can modify these parameters to tune the supply planning engine for specific planning processes but not required as parameter defaults are in place.

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Slide 39 - Manage Plans – Define Plan Options

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The Organizations and Schedules tab within the Supply tab is used to configure subinventory netting and forecast spreading calendar by organization and associate demand schedules used by the supply planning engine. The organizations that appear in this tab are selected by using Plan Organizations in the Scope tab.

Demand schedule types include Demand, External, and Production:

• Demand represents demand plans.

• External for a collected forecast.

• Production for Production (MPS) plans to use in Manufacturing (MRP) plans for hub-and-spoke planning.

The demand schedule does not need to be specified for individual organizations.

Supply plans can also be demand-driven from only sales orders. For example, when Supply Planned Items is set to ‘All planned items’ in the Scope tab for a ‘Supply plan’ then the UI does not enforce selection of a demand schedule in the Organizations and Schedules tab. The plan can be driven off of sales orders only.

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Slide 40 - Manage Plans – Integrated Plan Management

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We now move on to discuss plan management.

Use the Manage Plans task to work with plans and apply a set of plan actions in a common view. These same plan actions are available in a couple of other areas in the Planner Workbench such as from within the Plans panel drawer.

Planners can create a new plan and define its plan options. Once created, rather than defining new plans from square one, it is quicker to duplicate from existing ones to save time.

Run plan options allow you to specify the scope of a plan run. This includes data snapshot options from collected data such as full data refresh, selective data refresh, or running without data refresh. For example, it may not be necessary to refresh all plan data but rather selectively refresh some data more frequently such as demand history, sales orders, and supplies (that include on hand, purchase orders and requisitions, transfer orders, and WIP jobs). This selective refresh option is new for Planning Central.

You can plan supply using approved demand forecasts only by selecting an ‘approved’ version of the shipments (or bookings) forecast. This way demand forecasts can be updated without the changes being handed over immediately until the next time demand is approved.

There is also a plan action to release orders to source systems for a supply plan. The automatic release of orders (and reschedules) is also supported in supply plan options.

Please note that if a plan has been created but never run then you will be able to locate it in Manage Plans.

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Slide 41 - Manage Plans – Integrated Plan Management

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The business benefit of integrated plan management is to provide a common view for planners to manage their plans and the lifecycle of their plans. A common set of plan actions can be applied to demand, supply, and integrated demand and supply plans.

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Slide 42 - Manage Plans – Integrated Plan Management

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Here is a logical process flow that begins with plan creation and defining plan options. The newly created plan must be run successfully before we can work with it.

Open a plan in its own plan tab. For supply planning simulation, the plan must be loaded in memory. However, if the plan was saved to database previously then some data analysis is possible without first loading the plan.

In the workbench, Planners can analyze demands, supplies, and inventory in aggregate in the Plan Summary view then drill into details using reports links.

Run the plan without data refresh to simulate for incremental plan changes. For example, evaluate the impact of demand changes coming from forecast overrides, NPI forecast simulations or order level changes made in the Supplies and Demands view.

Analyze the results of these simulation runs and release orders to the source system.

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Slide 43 - Manage Plans – Integrated Plan Management

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Standard actions such as Create, Duplicate, Edit, and Delete are all available at the top of the actions menu and also available in the Manage Plans toolbar.

The Edit action in this case pertains to the editing of plan options rather than editing of plan data.

Rather than defining new plans from scratch, it is quicker to duplicate from existing ones. When duplicating a plan, there is a checkbox to allow a user to copy plan options only if they want to make a plan copy, modify plan options, and then run the plan.

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Slide 44 - Manage Plans – Integrated Plan Management

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The Open plan action displays a plan in its own dynamic tab in order to access the configurable Planner Workbench and user defined layouts containing views, tables, and graphs. Users can analyze and work with plan data within an open tab.

It is important to note that a plan must have run successfully in order to open a plan. For supply plan data, a plan must be either saved to database or loaded before opening the plan.

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Slide 45 - Manage Plans – Integrated Plan Management

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Use the Run plan action to generate forecasts, safety stock levels, and/or run replenishments for a demand plan, supply plan, or integrated demand and supply plan.

If a plan has never been run, then “Refresh with current data” is selected and cannot be unchecked. Additionally, the scope checkboxes for ‘Plan demand’ and ‘Plan supply’ are selected and cannot be unchecked.

When running a plan simulation, select the “Do not refresh with current data” option. This will keep the same set of plan inputs as used in the generation of the original baseline plan, so that the simulation results will be more directly comparable to the baseline plan.

If the option “Recalculate safety stock” is checked, then the safety stock calculation step is performed before the supply planning process begins. Supply planning uses the updated values for the item-org attribute “Safety stock quantity.” If “Recalculate safety stock” is disabled ,then the “Calculate new safety stock quantities for end items” checkbox has been left unchecked in the Safety Stock tab of plan options.

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Slide 46 - Manage Plans – Integrated Plan Management

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The Demand Plan Run Options displays the forecasting profiles included in the Demand tab in plan options. A planner can decide whether to include a forecasting profile in the 'Plan demand' process.

The data ‘snapshot’ process in Fusion has been separated into two different processes, namely ‘data refresh (snapshot)’ and ‘forecast processing.’ This enables workflows where a planner can review the plan, modify the forecast (within supply planning), process it (without having to snapshot again) and generate replenishments in the supply plan. The 'Enable forecast processing' checkbox needs to be selected in Supply Plan Run Options in order for 'forecast processing' to be included in the supply planning process.

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Slide 47 - Manage Plans – Integrated Plan Management

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By default, the Details section of Run Plan options is collapsed. Expanding Details reveals the Data Refresh, Scope, Demand Plan, and Supply Plan Run Options.

Here are two ways of configuring the Run Plan UI:

• The image on the left depicts a selective data refresh and batch supply run for an integrated 'Demand and Supply Plan.’ As part of the planning process, the Batch option loads a plan in memory and closes the plan after saving the plan.

• The image on the right shows an interactive simulation without data refresh for an integrated 'Demand and Supply Plan‘. Do not refresh data when running incremental, what-if plan simulations.

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Slide 48 - Manage Plans – Integrated Plan Management

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Slide notes

Load, Close, Save Plan to Database, and Release are plan actions that apply only to supply plans.

The Load action loads a supply plan in memory and Close unloads a supply plan from memory.

Save Plan to Database commits a supply plan from memory to database. One benefit of the save plan action is that users can perform plan analysis without first loading a supply plan. This is not the same as the UI action to save data changes while working within an open plan tab.

Supply plan batch run option loads and subsequently closes the plan during a plan run. It also saves plan to database as part of the process.

Use the Release plan action to release orders to the execution system.

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Slide 49 - Manage Plans – Integrated Plan Management

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Slide notes

The Approve plan action kicks off a process that approves a demand plan.

The first step of the process involves copying data between planning measures. For example, Final Shipments Forecast is copied into an aptly named Approved Final Shipments Forecast measure.

In the second step, the Approve Plan action updates Approval Status, Last Approved Date and Last Approved By columns in the Manage Plans view.

‘Approved’ status will be removed from the Approval Status column when running the demand forecasting engine again.

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Slide 50 - Manage Plans – Integrated Plan Management

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Slide notes

Use View Status Details to display a tabular list of prior plan actions and their statuses.

For example, a planner runs a supply plan in batch mode. Rather than monitor the ESS job in a central console, open the Plan Status Details progress window directly in Planning Central by clicking on the ‘Processing’ Status icon in View Status Details.

Status icons can display actions as Processing, Completed, Completed with Warnings, or Error for actions that have failed. New plans that have not been run will display no status.

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Slide 51 - Implementation Advice

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Slide notes

In the following implementation advice section, we will go through what you need to consider before enabling Planning Central features in your business, and what you need to know to set them up.

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Slide 52 - Feature Impact Guidelines

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Slide notes

This table depicts key implementation information for the Planning Central features covered in this training session.

All of the outlined features including Demand Forecasting, New Product Introduction, Safety Stock Calculation and Plan Management are available to users with the roles described later in the slide deck.

No additional configuration is required to gain access to these features and they are available for execution out of the box.

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Slide 53 - Setup Summary for Planning Central

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Slide notes

The following setup, job role, and business process information for Planning Central is identical to the information already presented in the first Planning Central training session, “Planning Central: Product Overview and Monitoring Supply Chain Performance.” If you have already reviewed that information in the earlier training session, you may conclude this training session at this point. You may rewind to any of the previous slides if you require additional time to take in the detail.

Initial setup for Planning Central is performed via Functional Setup Manager (FSM). Within FSM, the Offering is Value Chain Planning, and the Functional Area is Planning Central. The setup tasks are as listed here. Please take a moment to review them.

I’ll highlight some of the more critical setups.

In order to use Planning Central, Planning Analytics must be configured. Key users must define the dimension and measure catalogs which should be available to all system users. In addition collection of planning data must be performed to seed organizations and products in the system. Beyond organizations and products, planning data should also be collected or loaded either via Fusion source or from flat files.

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Slide 54 - Job Roles

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Slide notes

The shipped Job Roles associated with Planning Central are: Materials Planner, Supply Chain Planning Administrator, and Order Promising Manager.

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Slide 55 - Business Process Model Information

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Slide notes

One of the business processes covered in this training session is Manage Integrated Demand and Supply Planning. One activity within this process is Maintain Integrated Demand and Supply Processes.

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Slide 56 - Business Process Model Information

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Slide notes

Other activities under the business process Manage Integrated Demand and Supply Planning are Manage Integrated Demand and Supply Planning Inputs, and Manage Integrated Demand and Supply Plans.

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Slide 57 - Business Process Model Information

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Slide notes

Other activities under the business process Manage Integrated Demand and Supply Planning are Analyze Integrated Demand and Supply Plan, and Simulate Integrated Demand and Supply Plan Changes.

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Slide 58 - Business Process Model Information

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Slide notes

Another one of the business processes covered in this training session is Manage Order Promising. Activities within this process are Manage Order Promising Rules, Collect Order Promising Reference and Transaction Data, and Manage Order Promising Inputs.

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Slide 59 - Related Reports and BI Analytic Information

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Slide notes

There are no additional reports and related BI analytics for Planning Central. Planning Central contains numerous analytics within its UIs.

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Slide 60 - Associated Release Training

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Slide notes

This concludes the second of five training sessions on Planning Central Release 11. The other four Planning Central training sessions are listed here. You may also wish to review related release training for Global Order Promising.

Thank you for listening. You can pause and rewind any of these slides if you require additional time to take in the detail.

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